User Management

For team and enterprise accounts. Learn how to add, edit, and delete team members. Also explains different user roles and permissions on DocuX.

📄️ Dashboard walkthrough

A quick tour of the User management dashboard. Learn how to access the dashboard and its different elements.

Step-by-step guide to help you add users to your company’s DocuX account—individually and in bulk. Includes FAQs.

Learn how to delete users from DocuX and the subsequent impact on historical data. Includes frequently asked questions around user deletion.

Learn how to change details, roles, and lockout settings for your company’s DocuX users. Includes FAQs.

A quick guide to exporting your users’ records and their associated data from DocuX to your device. Downloaded as an Excel.

An explanation of the search and filter functionality in User Management. Distinct from the search bar in the header.

Learn how to sort your company’s users by name, creation date, role, or status in the user management dashboard

Walkthrough of the different roles and associated permissions on the DocuX platform and within documents